Today Tim and Jeff discuss the Stonebridge Retirement Compass,
their way of formulating a complete retirement plan for each
individual client, and the five components of it - income, growth,
tax, health care and estate/legacy planning.
The process was developed because the Stonebridge team to
wanted to show folks that there is more to retirement planning than
just investments.
Clients who contact Stonebridge want to find out more about tax
planning or Social Security strategies that their current advisor
or CPA doesn't or can't provide information on. The Retirement
Compass can help them with these issues and other details about a
comprehensive plan which addresses these needs and many
others.
Income can affect the cost of Medicare premiums as well as
taxes. The Retirement Compass takes these things into account so
that people are not paying more than they need to for each of these
things, which helps keep more money in their own pocket, not the
government's.
About the Podcast
Financial Advisors and Retirement specialists Tim Kulhanek and Jeff Gove dive into various retirement topics concerning your retirement.